CARBON AI Trademark

Serial Number: 99820011

CARBON AI is a trademark filed by SS&C Technologies, Inc. on May 13, 2026. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

42

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

SS&C Technologies, Inc. (2 trademarks)

80 Lamberton Rd
Windsor, CT 06095

Entity Type: 03

Legal Representation

Attorney of Record

Michael D. Lazzara

519 trademarks filed View all →

Correspondence Address

Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC

525 William Penn Place

28th Floor

Pittsburgh, PA 15219

United States

Trademark Details

Filing Date

May 13, 2026

Registration Date

Not Registered

Goods & Services

Software as a service (SaaS) services featuring wealth management software tools and modules, namely, software for automated task execution, workflow optimization, natural language query handling, proactive data analysis, delivering contextual intelligence and insights, detecting anomalies, determining concentration risk, evaluating performance drift, and providing output summaries linked to specific data points; software for integrating with platform application programming interfaces (APIs) to support wealth management client onboarding, meeting preparation, proposal generation, and overall portfolio management.